RWM

Reston Wealth Management Portfolio holdings

AUM $310M
1-Year Est. Return 14.39%
This Quarter Est. Return
1 Year Est. Return
+14.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.97%
2 Consumer Discretionary 0.94%
3 Healthcare 0.87%
4 Communication Services 0.84%
5 Financials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$17.7K 0.01%
+280
202
$17.7K 0.01%
+266
203
$17K 0.01%
+258
204
$17K 0.01%
+768
205
$16.6K 0.01%
+625
206
$16.3K 0.01%
+1,025
207
$16.2K 0.01%
+136
208
$15.8K 0.01%
+300
209
$15.8K 0.01%
+134
210
$15.5K 0.01%
+124
211
$15.2K 0.01%
+17
212
$15.1K 0.01%
+47
213
$14.9K 0.01%
+348
214
$14.9K 0.01%
+348
215
$14.8K 0.01%
+202
216
$14.8K 0.01%
+210
217
$14.7K 0.01%
+128
218
$14K 0.01%
+310
219
$13.7K 0.01%
+212
220
$13.5K ﹤0.01%
+65
221
$13.3K ﹤0.01%
+381
222
$13.3K ﹤0.01%
+149
223
$13.3K ﹤0.01%
+204
224
$13.1K ﹤0.01%
+276
225
$12.7K ﹤0.01%
+359